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SKHY SK Hynix plans to restart its second NAND fab in Dalian, China, adding roughly 40,000—60,000 wafers of monthly capacity. • The expansion would increase the company's NAND production capacity in Dalian by approximately 50%, with equipment installation targeted around year-end. • Full-scale mass production
SKHY PLANS TO INCREASE NAND PRODUCTION CAPACITY IN CHINA BY ~50% BY RESTARTING DALIAN FAB 2, PER SEOUL ECONOMIC DAILY.
SK Hynix Inc. (NASDAQ: SKHY ) on Wednesday pushed back against concerns that aggressive investment in AI memory production could lead to a supply glut, saying it does not expect its expansion plans to create oversupply in the near future. “We do not believe our medium- to long-term investment plans will lead to oversup